Advicers.The community for financial advisors who care about their techJoin · $29/mo →
RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Quish (swap one in):+ Kingsbury Capital Investment Advisors LLC $162M+ Corkern & Co., Inc. $161.9M · Little Rock, AR+ Paramount Associates Wealth Management $146.5M · Greenwood Village, CO+ Ulta Wealth Management, LLC $146.5M · Las Vegas, NV
Boulder, CO
Ann Arbor, MI
Overland Park, KS
Assets under management$154.2M$162M$162.1M
Asset growth, last 2 years+157%+224%+189%
Advisory staff124
Individual clients1396259
Assets per client$11.9M$1.7M$626K
Clients per advisor134865
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack1–1
People on Advicer.bio125

From each firm's latest Form ADV (Mar 2026, Feb 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolQuishArbor Investment ManagementRpr Financial
Digital Marketing
Mailchimp––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Quish: none listed · Arbor Investment Management: Schwab · Rpr Financial: Schwab